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Gregory W
CFA®, Series 63, Series 65
Tallahassee, FL
STIFEL
Gregory Wirthmann is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to joining Stifel, he worked for nine years at First Empire Securities, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group. The firm provides fee-based financial planning and maintains a diverse service platform that includes private funds, municipal-market activities, and affiliated trust companies and banks.
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